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MarketBeat
MarketBeat
Business
Chris Markoch

Why Palantir’s Google Cloud Deal Could Change the Debate

Palantir Google Cloud PLTR

Some might say Palantir Technologies (NASDAQ: PLTR) is becoming boring. PLTR stock is down nearly 28% in 2026, but most of that decline came in January and February, which continued the broader tech sell-off that started in November 2025.

Since then, the bulls and bears have been debating valuation, missing a bigger story.

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